Filed February 12, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ADVISORY SERVICES LLC Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $20,000 |
METRO BENEFITS, INC.5 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $5,347 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 13 · EIN 47-2079321 2225 WEST WHISPERING WIND DRIVE · PHOENIX, AZ 85085 | Contract Administrator | $1,200 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,725 | $39,766+98.0% | $66,674+18.1% | $71,012+10.9% |
| Participation rate | 28.4% | 47.7%-19.3pp | 73.7%-45.3pp | 58.6%-30.2pp |
| Annual return | 10.28% | 181.39%-171.1pp | 321.24%-311.0pp | 37.67%-27.4pp |
| Employer contribution / active EE | $652 | $1,503-56.6% | $2,620-75.1% | $2,348-72.2% |
| Participant deferral / active EE | $1,628 | $1,868-12.9% | $4,084-60.1% | $3,246-49.8% |
| Admin fee / account holder | $271 | $1,097-75.3% | $5,098-94.7% | $1,167-76.8% |